Scott O'dell is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 33 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2015Customer Dispute
February 2005Customer Dispute
April 1999Customer Dispute
April 1996Other Business Activities
Scott is a board member at large for Terracina HOA since 2005, dedicating minimal time. He is also a board member for Vineyards Radio Network since 2005, spending a few hours per week.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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